Our Perspective
At Hilliard Lyons, we approach wealth management differently. Using our years of experience, combined with the latest tools and resources, our dedicated Investment professionals monitor the current financial, economic and political landscape to help deliver timely investment and market insights and solutions that our Wealth Advisors use as a foundation to provide sound holistic financial advice to our clients, our neighbors, and our communities. When you work with a Hilliard Lyons Wealth Advisor, you have access to the expertise and insights of an entire family of Hilliard Lyons investment management, financial planning, and investment banking professionals, all right here at home.
Our Investment Solutions
HLTC Large Cap Equity Strategy
Our Large Cap Equity strategy invests in companies with sustainable competitive advantages and compelling valuations with the perspective of a long-term business owner. We seek companies that are industry leaders operated by skilled and shareholder-friendly managers to provide consistent revenue and earnings growth. We evaluate each company’s growth prospects and appropriate value. Given our long-term perspective, earnings growth has the opportunity to compound and portfolio turnover is low. Client portfolios are constructed with 25 to 30 companies. We seek to stay fully invested to capture the superior returns associated with equity investing.
HLTC Core + Satellite Strategies
In today’s investment world, a Core + Satellite approach may mean different things to different people. At Hilliard Lyons Trust Company, our Core + Satellite approach refines the discipline of identifying and managing risk. Our Core + Satellite structure divides capital and allocates risk among investments and asset classes, allowing us to seek additional returns while optimizing risk.
Hilliard Lyons Automated Quantitative Analysis (AQA)
Quantitative analysis provides a common language for comparing companies. In the long run, investors value companies whose operating histories show that they are well run. But picking the right variables that might reveal under-valued companies can be challenging. So Hilliard Lyons developed Automated Quantitative Analysis (AQA), which provides a rigorous process to evaluate undervalued companies.
Custom Portfolio Management
Custom Portfolio Management is a separately managed account, available through a fee-based advisory program (Private Advisor Network) that allows you to access that experience through our very own in-house Hilliard Lyons Trust Company portfolio managers.

Your Hilliard Lyons Portfolio Manager and Wealth Advisor will work closely with you to develop a diversified, customized investment portfolio, managed to fit your specific needs.

Research Reports

Our Perspective